Is there a way to set up reminders of upcoming events in outlook?

Years ago, I used a program called Managing your money (the DOS version, to give you an idea of how long ago this was). This came out before quicken and had more features than just checkbook management,

One key feature was a reminder list as part of its calendar.  You could put in a recurring or one time event like you can in Outlook now. But also let you set a window for reminder.  So for  a birthday for example, you could set it to 7 days and on a reminder page that came up when you first went into the app but also available at any time, that reminder would show up for 7 days before the birthday. A nice way to let you know what was coming up and give you time to send out a card. Rather what seems to be the case now with Outlook when you get to that day and see it's someone's birthday and rush to get a card out.  Once the birthday passes, that reminder falls off the reminder list till 7 days before the next year's birthday.

Of course, now I see it's important for reminders for clients for tax payments due, etc.

We've grown to suggest clients put in a recurring event starting days before the actual date, then after they deal with the tax payment, they manually move it to the next month, quarter or year as appropriate.

Is there likely some blatantly obvious equivalent in Outlook that I don't know about?  A way to make a single entry (again, using the birthday analogy) that can be recurring but also allow alerts for a selectable amount of time before that will also automatically reoccur?

You can set reminders in a calendar item, but then get pestered with pop ups and potentially dismiss it.  And I believe you can't see the list of reminders on demand?  Those seem more like reminders of meetings starting in x minutes / hours.  Not for reminding you over days of an upcoming event or project deadline that you need to keep in mind, but not as urgent as that meeting in 1/2 hour.

There's likely other apps that can do this, but hoping to find a way to do this in Outlook where clients spend a fair amount of time each day.
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Paul SauvéRetiredCommented:
the calendar option in MS Office Outlook is the best way to create events

you can use the Invite option to send the programmed events to clients using Outlook and they are automatically added as they are received
BeGentleWithMe-INeedHelpAuthor Commented:
maybe I wasn't clear on what I am talking about.

In outlook, I'd like to be able to have a list of upcoming events like birthdays. Not something like a 30 mionute warning of an upcoming meeting, but a list of things that are coming up

bob birthday - 5 days
sue and john annoiversary - 3 days
quarterly taxes due - 1 day.

Each would have ability to set it to warn x days in advance....  so bob's birthday might show up with 10 day warning. But anniversary only 5 days.

And not have it pop up once in a while to have to snooze it.  maybe have it as a favorites link / be able to see it at the start of the day.
Paul SauvéRetiredCommented:
Create events:Create eventView Events:Viwe Events

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Rob HensonFinance AnalystCommented:
Outlook already has that feature. It is called "Outlook Today".

On the navigation pane on the left side of the screen, where all the folders are listed, select your Mailbox item, ie the very top level above Inbox.

This shows a summary of calendar events, tasks and messages.

The scenario that you are describing sounds very much like a Task event. You can create a Task and set a due date, reminder and recurrence pattern. The Task will issue reminders like a Calendar entry. When one event has been completed it is marked as completed and the next Due Date (based on recurrence) is automatically created. This is different to Calendar events with recurrence as all future calendar events are created at the outset.

At the very bottom of the navigation pane, there are icons for showing different aspects of Outlook; Mail, Calendar, Contacts etc. One of these is for Tasks. Click on that and it will show a list of Tasks with an input option at the top for creating a New Task.
BeGentleWithMe-INeedHelpAuthor Commented:
thanks...  a couple things, again using the example of a birthday and wanting 5 days notice to send a card.  On some view it would be listed as bob's birthday with a column listing number of days till the item comes up, after the birthday, this item would fall off the reminder page and will show up again automatically next year starting 5 days before the event.  But that 5 days in advance is selectable - other thigns might need 10 days, etc.  All lautomatic / no intervention once set up other than calling up that view.  Most all items would not be in this view if you don't want it.  Other people might have other needs, but lets just call this view a list of reminders to send cards for upcoming birthdays.

So from what you are describing, the item is in calendar as a recurring event - every year.

AND you'd also need to set up a task?  'send card to bob', recurrence 1x a year, starting 5 days befoer the actual birthday?  due date on the birthday?  ANd it woudl go away automatically? or have to be marked as completed?  So you'd have both a calendar and tasks item for each birthday?
Rob HensonFinance AnalystCommented:
For the birthday item you can just set up a task to send the card, set up enough days in advance to allow purchase and postage time. If you also wanted to phone the person on their birthday, set that as another task on the day.

For the tasks to re-appear next occurrence, I don't think they have to be marked as complete but marking as complete will remove them from Outlook Today view.

There is an option in Advanced settings for Outlook to start on Today view rather than straight to Inbox.
Paul SauvéRetiredCommented:
On some view it would be listed as bob's birthday with a column listing number of days till the item comes up, after the birthday, this item would fall off the reminder page and will show up again automatically next year starting 5 days before the event.
  1. you only see the events in the list on the DAY they occur
  2. you get a REMINDER the number of days before the event
But that 5 days in advance is selectable - other things might need 10 days, etc.  All automatic / no intervention once set up other than calling up that view.
once the recurring event is defined with number of days in advance you want to receive a reminder, no further intervention is required
AND you'd also need to set up a task?  'send card to bob', recurrence 1x a year, starting 5 days before the actual birthday?  due date on the birthday?  ANd it would go away automatically? or have to be marked as completed?  So you'd have both a calendar and tasks item for each birthday?
correct, the number of days is selectable and will be used for each occurence of this event

if the 5 day reminder before the event is not enough to jog your memory to send the card, then yes, you can also set up a task

another way to do it is the create only tasks to send cards and add the actual birthday date in the task description. i really don't think it is necessary to have both a task AND an event.
Paul SauvéRetiredCommented:
@Rob Henson

OOPS, when I clicked on the OPs comment, i didn't notice that you had already commented
Rob HensonFinance AnalystCommented:
Just been playing with my Outlook Today.

For reference I am using Outlook 2016 but I don't think there have been that many changes in last few versions.

1) Select that view by clicking on Mailbox as mentioned earlier

2) Top right corner "Customize Outlook Today"

3) First option, set Today as start up view. Advanced settings earlier was for setting folder when this is not enabled.

4) Messages - choose which folders from which to show statistics

5) Calendar - set number of days look ahead to show as future events. Maximum is 7 days.

6) Tasks - set options for Tasks to be shown

7) Style - a few different options for appearance.

I realise you are using Birthday only as an example but if your contacts in Outlook have their Birthday populated, there is a default Calendar that can be enabled to show Birthdays as an all day event.

Maybe there is an option for creating another Calendar with recurring events like birthdays.
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